MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$63.4M
3
+$36.1M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$22.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M

Top Sells

1
+$16.3M
2
+$6.5M
3
+$3.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.53M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.74M

Sector Composition

1 Technology 9.83%
2 Financials 5.09%
3 Consumer Discretionary 4.18%
4 Healthcare 3.94%
5 Communication Services 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$220K 0.01%
17,550
-1,268
802
$219K 0.01%
4,615
-133
803
$218K 0.01%
+901
804
$218K 0.01%
+8,763
805
$217K 0.01%
3,535
-4,036
806
$216K 0.01%
+6,479
807
$215K 0.01%
+653
808
$214K 0.01%
5,533
+552
809
$214K 0.01%
+7,267
810
$213K 0.01%
4,415
811
$213K 0.01%
6,885
+35
812
$213K 0.01%
3,074
+189
813
$213K 0.01%
3,646
-102
814
$212K 0.01%
12,332
+3,307
815
$211K 0.01%
+3,271
816
$211K 0.01%
+4,243
817
$210K 0.01%
7,914
818
$209K 0.01%
1,703
+32
819
$209K 0.01%
891
820
$206K 0.01%
+4,113
821
$206K 0.01%
3,113
-266
822
$205K 0.01%
+4,650
823
$204K 0.01%
5,966
824
$204K 0.01%
4,592
-11,561
825
$203K 0.01%
+12,232
31 32
33
34 35